AIM
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Anchor Investment Management’s Vanguard Growth ETF VUG Stock Holding History

Anchor Investment Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.95M Buy
54,210
+210
+0.4% +$16.3K 0.33% 77
2025
Q4 		$4.39M Buy
54,000
+5,496
+11% +$446K 0.36% 68
2025
Q3 		$3.88M Buy
48,504
+10,722
+28% +$819K 0.32% 83
2025
Q2 		$2.76M Buy
37,782
+1,650
+5% +$109K 0.24% 110
2025
Q1 		$2.23M Buy
36,132
+2,292
+7% +$155K 0.21% 121
2024
Q4 		$2.31M Buy
33,840
+5,358
+19% +$360K 0.22% 114
2024
Q3 		$1.82M Buy
28,482
+2,274
+9% +$141K 0.17% 133
2024
Q2 		$1.63M Buy
26,208
+3,444
+15% +$201K 0.17% 131
2024
Q1 		$1.31M Buy
22,764
+8,412
+59% +$463K 0.14% 153
2023
Q4 		$744K Buy
14,352
+1,008
+8% +$48.7K 0.09% 196
2023
Q3 		$606K Buy
13,344
+3,552
+36% +$168K 0.08% 203
2023
Q2 		$462K Buy
9,792
+1,650
+20% +$71.6K 0.06% 239
2023
Q1 		$338K Sell
8,142
-1,770
-18% -$68.8K 0.05% 272
2022
Q4 		$352K Buy
9,912
+1,308
+15% +$48.1K 0.05% 263
2022
Q3 		$307K Buy
8,604
+186
+2% +$7.48K 0.05% 267
2022
Q2 		$313K Sell
8,418
-306
-4% -$12.6K 0.05% 284
2022
Q1 		$418K Buy
8,724
+18
+0.2% +$851 0.05% 268
2021
Q4 		$466K Sell
8,706
-138
-2% -$7.19K 0.06% 258
2021
Q3 		$428K Buy
8,844
+138
+2% +$6.87K 0.06% 250
2021
Q2 		$416K Buy
8,706
+228
+3% +$10.4K 0.06% 259
2021
Q1 		$363K Sell
8,478
-162
-2% -$6.93K 0.06% 255
2020
Q4 		$365K Buy
8,640
+258
+3% +$10.3K 0.07% 214
2020
Q3 		$318K Sell
8,382
-30
-0.4% -$1.11K 0.06% 214
2020
Q2 		$283K Buy
8,412
+60
+0.7% +$1.84K 0.06% 213
2020
Q1 		$218K Sell
8,352
-246
-3% -$7.37K 0.06% 227
2019
Q4 		$261K Sell
8,598
-114
-1% -$3.29K 0.06% 247
2019
Q3 		$241K Sell
8,712
-1,110
-11% -$30.8K 0.06% 259
2019
Q2 		$267K Hold
9,822
– – 0.06% 245
2019
Q1 		$256K Sell
9,822
-120
-1% -$2.96K 0.06% 240
2018
Q4 		$223K Hold
9,942
– – 0.06% 251
2018
Q3 		$267K Hold
9,942
– – 0.06% 257
2018
Q2 		$248K Hold
9,942
– – 0.06% 264
2018
Q1 		$235K Sell
9,942
-150
-1% -$3.66K 0.06% 270
2017
Q4 		$237K Buy
10,092
+210
+2% +$4.82K 0.06% 256
2017
Q3 		$219K Sell
9,882
-90
-0.9% -$1.96K 0.06% 254
2017
Q2 		$211K Sell
9,972
-630
-6% -$13.2K 0.07% 235
2017
Q1 		$215K Buy
10,602
+2,262
+27% +$44.6K 0.07% 228
2016
Q4 		$155K Hold
8,340
– – 0.06% 250
2016
Q3 		$156K Sell
8,340
-30
-0.4% -$558 0.06% 244
2016
Q2 		$150K Sell
8,370
-300
-3% -$5.34K 0.06% 245
2016
Q1 		$154K Buy
+8,670
New +$145K 0.06% 233

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Anchor Investment Management's VUG Position: Q1 2026 in Review

Anchor Investment Management increased its Vanguard Growth ETF (VUG) stake by 0.39% in Q1 2026, buying an estimated $16.3K and bringing the position to 54,210 shares worth $3.95M. The position accounts for 0.33% of the portfolio, ranked #77.

Anchor Investment Management first reported a position in VUG in Q1 2016 and has held it in 41 quarters since. The position peaked at $4.39M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Anchor Investment Management held 54,210 shares of Vanguard Growth ETF worth $3.95M as of Q1 2026.
  • Anchor Investment Management bought 210 Vanguard Growth ETF shares in Q1 2026, an estimated $16.3K.
  • Vanguard Growth ETF made up 0.33% of Anchor Investment Management's portfolio in Q1 2026, its #77 holding.
  • Anchor Investment Management first reported a position in Vanguard Growth ETF in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Vanguard Growth ETF position peaked at $4.39M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.